Quick tip: One feature of the “is one of” filter is you can paste a list of records into the filter. So if you have, for example, an external list of records in excel, you can copy that list and use it as a filter in D365.
Use “” and the “is exactly” filter. This video could have been a blogpost. This blogpost could have been a tweet.
That said, this video contains a few extra nuggets that may be of use – how to create a listpage view that filters for blanks. How to use Power Query to report on records with blank values.
Hope you enjoy.
Welcome to the matrix!
In this video, we look at how D365 data entities work with OData, how to find the entities available to you through OData, and how to connect to those entities using Power Query in Excel.
In this video, we look at a simple example of how Power Query can supercharge your reporting abilities for values brought into excel via the data connector.
I’ve found Power Query to be a great tool for efficiently combining data that lives across two different D365 data entities. It is a fantastic tool for data migration or analysis in general.
In this video, we look at building a master data report using the excel data connector.
Building the report from scratch instead of relying on the “open in excel” template experiences helped me better understand the connections made using the tool.
In this video, we look at building a report based on project financial dimensions using the excel data connector.
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